MCDONALD CAPITAL INVESTORS INC/CA Long-Term Concentrated

Name: MCDONALD CAPITAL INVESTORS INC/CA Q1 2026 13F Filing | 13F Explorer
Creator: MCDONALD CAPITAL INVESTORS INC/CA
Published: 2026-05-04

Location: Orinda, CA

CIK: 0001033225 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $1.461B (100.0% shares, 0.0% debt)

Holdings (21)

PGR PROGRESSIVE CORP 11.9%

Value $175M Shares 880,863 Est. Cost $18.00 Unrealized +1048.1%

REGN REGENERON PHARMACEUTICALS 10.9%

Value $159M Shares 205,871 Est. Cost $487.76 Unrealized +57.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.0%

Value $146M Shares 303,705 Est. Cost $209.72 Unrealized +135.3%

BN BROOKFIELD CORP 7.3%

Value $107M Shares 2,642,836 Est. Cost $29.09 Unrealized +60.5%

AMZN AMAZON COM INC 7.2%

Value $105M Shares 503,120 Est. Cost $96.61 Unrealized +134.8%

NFLX NETFLIX INC. 7.1%

Value $104M Shares 1,085,346 Est. Cost $99.05 Unrealized -15.4%

MLM MARTIN MARIETTA MATLS INC 6.0%

Value $88.25M Shares 149,912 Est. Cost $338.50 Unrealized +95.3%

JPM JPMORGAN CHASE & CO 5.4%

Value $78.91M Shares 268,256 Est. Cost $133.19 Unrealized +133.8%

ECL ECOLAB INC 5.3%

Value $77.71M Shares 292,116 Est. Cost $80.10 Unrealized +257.3%

PAYX PAYCHEX INC 5.3%

Value $77.31M Shares 839,205 Est. Cost $27.14 Unrealized +275.8%

GOOGL ALPHABET INC 4.8%

Value $70.77M Shares 246,102 Est. Cost $107.89 Unrealized +199.6%

CPRT COPART INC 3.9%

Value $56.72M Shares 1,708,574 Est. Cost $41.16 Unrealized -4.9%

UNP UNION PAC CORP 3.8%

Value $55.86M Shares 230,249 Est. Cost $119.01 Unrealized +104.4%

WFC WELLS FARGO & CO 3.8%

Value $54.98M Shares 690,614 Est. Cost $29.05 Unrealized +210.0%

NKE NIKE INC 2.9%

Value $42.42M Shares 803,021 Est. Cost $65.63 Unrealized -2.5%

FDS FACTSET RESH SYS INC 2.8%

Value $40.82M Shares 188,141 Est. Cost $331.99 Unrealized -25.6%

BAM BROOKFIELD ASSET MANAGMT LTD 1.0%

Value $15.07M Shares 339,035 Est. Cost $27.10 Unrealized +89.9%

FAST FASTENAL CO 0.3%

Value $5.071M Shares 109,280 Est. Cost $17.22 Unrealized +157.1%

EXPD EXPEDITORS INTL WASH INC 0.1%

Value $1.269M Shares 8,860 Est. Cost $33.05 Unrealized +374.5%

GOOG ALPHABET INC 0.0%

Value $610K Shares 2,125 Est. Cost $111.15 Unrealized +191.2%

RSP INVESCO EXCHANGE TRADED FD T 0.0%

Value $229K Shares 1,195 Est. Cost $179.16 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	880,863	$175M	11.9%	$18.00	+1048.1%	COM	743315103
REGN	REGENERON PHARMACEUTICALS	205,871	$159M	10.9%	$487.76	+57.7%	COM	75886F107
BRK/B	BERKSHIRE HATHAWAY INC DEL	303,705	$146M	10.0%	$209.72	+135.3%	CL B NEW	084670702
BN	BROOKFIELD CORP	2,642,836	$107M	7.3%	$29.09	+60.5%	CL A LTD VT SH	11271J107
AMZN	AMAZON COM INC	503,120	$105M	7.2%	$96.61	+134.8%	COM	023135106
NFLX	NETFLIX INC.	1,085,346	$104M	7.1%	$99.05	-15.4%	COM	64110L106
MLM	MARTIN MARIETTA MATLS INC	149,912	$88.25M	6.0%	$338.50	+95.3%	COM	573284106
JPM	JPMORGAN CHASE & CO	268,256	$78.91M	5.4%	$133.19	+133.8%	COM	46625H100
ECL	ECOLAB INC	292,116	$77.71M	5.3%	$80.10	+257.3%	COM	278865100
PAYX	PAYCHEX INC	839,205	$77.31M	5.3%	$27.14	+275.8%	COM	704326107
GOOGL	ALPHABET INC	246,102	$70.77M	4.8%	$107.89	+199.6%	CAP STK CL A	02079K305
CPRT	COPART INC	1,708,574	$56.72M	3.9%	$41.16	-4.9%	COM	217204106
UNP	UNION PAC CORP	230,249	$55.86M	3.8%	$119.01	+104.4%	COM	907818108
WFC	WELLS FARGO & CO	690,614	$54.98M	3.8%	$29.05	+210.0%	COM	949746101
NKE	NIKE INC	803,021	$42.42M	2.9%	$65.63	-2.5%	CL B	654106103
FDS	FACTSET RESH SYS INC	188,141	$40.82M	2.8%	$331.99	-25.6%	COM	303075105
BAM	BROOKFIELD ASSET MANAGMT LTD	339,035	$15.07M	1.0%	$27.10	+89.9%	CL A LMT VTG SHS	113004105
FAST	FASTENAL CO	109,280	$5.071M	0.3%	$17.22	+157.1%	COM	311900104
EXPD	EXPEDITORS INTL WASH INC	8,860	$1.269M	0.1%	$33.05	+374.5%	COM	302130109
GOOG	ALPHABET INC	2,125	$610K	0.0%	$111.15	+191.2%	CAP STK CL C	02079K107
RSP	INVESCO EXCHANGE TRADED FD T	1,195	$229K	0.0%	$179.16	—	S&P500 EQL WGT	46137V357